AAPL icon

Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1701
GHP Investment Advisors
Colorado
$1.64M -$142K -5,632 -8%
WG
1702
Welch Group
Alabama
$1.64M +$79.4K +3,152 +5%
HAM
1703
Harber Asset Management
North Carolina
$1.63M -$13.1K -520 -0.8%
JFL
1704
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.63M +$986K +39,140 +154%
NA
1705
Navellier & Associates
Nevada
$1.62M +$907K +36,032 +127%
FWM
1706
Focused Wealth Management
New York
$1.62M +$253K +10,056 +19%
VF
1707
Virtu Financial
New York
$1.62M +$1.62M +64,304 New
EWM
1708
Evermay Wealth Management
Virginia
$1.61M – – –
TM
1709
Tiger Management
New York
$1.6M -$161K -6,400 -9%
HCM
1710
Highlander Capital Management
New Jersey
$1.6M +$111K +4,400 +7%
NFGCM
1711
Norman Fields Gottscho Capital Management
New York
$1.6M – – –
Rafferty Asset Management
1712
Rafferty Asset Management
New York
$1.59M +$610K +24,236 +62%
SNBOSCI
1713
Security National Bank of Sioux City Iowa
Iowa
$1.59M -$48.3K -1,920 -3%
OIM
1714
Orca Investment Management
Oregon
$1.59M +$74.7K +2,964 +5%
TFF
1715
Timothy F. Fidgeon
$1.58M – – –
AIM
1716
Acropolis Investment Management
Missouri
$1.57M +$24.9K +988 +2%
WCM
1717
Wunderlich Capital Managemnt
Tennessee
$1.57M -$212K -8,440 -12%
BCM
1718
Brookstone Capital Management
Illinois
$1.57M +$5.14K +204 +0.3%
CFC
1719
Coyle Financial Counsel
Illinois
$1.57M +$1.57M +62,216 New
CK
1720
Carnick & Kubik
Colorado
$1.56M -$44.2K -1,756 -3%
MIC
1721
Meridian Investment Counsel
California
$1.56M -$5.54K -220 -0.4%
CPO
1722
Cerity Partners OCIO
New York
$1.56M +$82.1K +3,260 +6%
AIM
1723
Assured Investment Management
New York
$1.54M +$1.54M +61,112 New
WA
1724
WBH Advisory
Maryland
$1.54M +$25K +992 +2%
I
1725
IberiaBank
Louisiana
$1.52M -$403K -15,984 -21%
67 68
69
70 71